Balance Sheet
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
BalanceSheet | BalanceSheetQueryParams | BalanceSheetData |
Import Statement
from openbb_core.provider.standard_models.balance_sheet import (
BalanceSheetData,
BalanceSheetQueryParams,
)
Parameters
- standard
- fmp
- intrinio
- polygon
- yfinance
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
period: Literal['q1', 'q2', 'q3', 'q4', 'fy', 'ttm', 'annual', 'quarter'] | None
Default: annual
Time period of the data to return.
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
period: Literal['annual', 'quarter'] | None
Default: annual
Time period of the data to return.
fiscal_year: int | None
The specific fiscal year. Reports do not go beyond 2008.
symbol: str
Symbol to get data for.
limit: int | None
The number of data entries to return.
period: Literal['annual', 'quarter'] | None
Default: annual
Time period of the data to return.
filing_date: date | None
Filing date of the financial statement.
filing_date_lt: date | None
Filing date less than the given date.
filing_date_lte: date | None
Filing date less than or equal to the given date.
filing_date_gt: date | None
Filing date greater than the given date.
filing_date_gte: date | None
Filing date greater than or equal to the given date.
period_of_report_date: date | None
Period of report date of the financial statement.
period_of_report_date_lt: date | None
Period of report date less than the given date.
period_of_report_date_lte: date | None
Period of report date less than or equal to the given date.
period_of_report_date_gt: date | None
Period of report date greater than the given date.
period_of_report_date_gte: date | None
Period of report date greater than or equal to the given date.
include_sources: bool | None
Default: True
Whether to include the sources of the financial statement.
order: Literal['asc', 'desc'] | None
Order of the financial statement.
sort: Literal['filing_date', 'period_of_report_date'] | None
Sort of the financial statement.
symbol: str
Symbol to get data for.
limit: int | None
Default: 5
The number of data entries to return.
period: Literal['annual', 'quarter'] | None
Default: annual
Time period of the data to return.
Data
- standard
- fmp
- intrinio
- polygon
- yfinance
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
filing_date: date | None
The date when the filing was made.
accepted_date: datetime | None
The date and time when the filing was accepted.
cik: str | None
The Central Index Key (CIK) assigned by the SEC, if applicable.
symbol: str | None
The stock ticker symbol.
reported_currency: str | None
The currency in which the balance sheet was reported.
cash_and_cash_equivalents: int | None
Cash and cash equivalents.
short_term_investments: int | None
Short term investments.
cash_and_short_term_investments: int | None
Cash and short term investments.
accounts_receivables: int | None
Accounts receivables.
other_receivables: int | None
Other receivables.
net_receivables: int | None
Net receivables.
inventory: int | None
Inventory.
other_current_assets: int | None
Other current assets.
total_current_assets: int | None
Total current assets.
plant_property_equipment_net: int | None
Plant property equipment net.
goodwill: int | None
Goodwill.
intangible_assets: int | None
Intangible assets.
goodwill_and_intangible_assets: int | None
Goodwill and intangible assets.
long_term_investments: int | None
Long term investments.
tax_assets: int | None
Tax assets.
other_non_current_assets: int | None
Other non current assets.
non_current_assets: int | None
Total non current assets.
other_assets: int | None
Other assets.
total_assets: int | None
Total assets.
accounts_payable: int | None
Accounts payable.
prepaid_expenses: int | None
Prepaid expenses.
accrued_expenses: int | None
Accrued expenses.
short_term_debt: int | None
Short term debt.
tax_payables: int | None
Tax payables.
current_deferred_revenue: int | None
Current deferred revenue.
other_current_liabilities: int | None
Other current liabilities.
other_payables: int | None
Other payables.
total_current_liabilities: int | None
Total current liabilities.
total_payables: int | None
Total payables.
long_term_debt: int | None
Long term debt.
deferred_revenue_non_current: int | None
Non current deferred revenue.
deferred_tax_liabilities_non_current: int | None
Deferred tax liabilities non current.
other_non_current_liabilities: int | None
Other non current liabilities.
total_non_current_liabilities: int | None
Total non current liabilities.
capital_lease_obligations_current: int | None
Current capital lease obligations.
capital_lease_obligations_non_current: int | None
Non current capital lease obligations.
capital_lease_obligations: int | None
Capital lease obligations.
other_liabilities: int | None
Other liabilities.
total_liabilities: int | None
Total liabilities.
preferred_stock: int | None
Preferred stock.
common_stock: int | None
Common stock.
treasury_stock: int | None
Treasury stock.
retained_earnings: int | None
Retained earnings.
additional_paid_in_capital: int | None
Additional paid in capital.
accumulated_other_comprehensive_income: int | None
Accumulated other comprehensive income (loss).
other_shareholders_equity: int | None
Other shareholders equity.
other_total_shareholders_equity: int | None
Other total shareholders equity.
total_common_equity: int | None
Total common equity.
total_equity_non_controlling_interests: int | None
Total equity non controlling interests.
total_liabilities_and_shareholders_equity: int | None
Total liabilities and shareholders equity.
minority_interest: int | None
Minority interest.
total_liabilities_and_total_equity: int | None
Total liabilities and total equity.
total_investments: int | None
Total investments.
total_debt: int | None
Total debt.
net_debt: int | None
Net debt.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
reported_currency: str | None
The currency in which the balance sheet is reported.
cash_and_cash_equivalents: float | None
Cash and cash equivalents.
cash_and_due_from_banks: float | None
Cash and due from banks.
restricted_cash: float | None
Restricted cash.
short_term_investments: float | None
Short term investments.
federal_funds_sold: float | None
Federal funds sold.
accounts_receivable: float | None
Accounts receivable.
note_and_lease_receivable: float | None
Note and lease receivable. (Vendor non-trade receivables)
inventories: float | None
Net Inventories.
customer_and_other_receivables: float | None
Customer and other receivables.
interest_bearing_deposits_at_other_banks: float | None
Interest bearing deposits at other banks.
time_deposits_placed_and_other_short_term_investments: float | None
Time deposits placed and other short term investments.
trading_account_securities: float | None
Trading account securities.
loans_and_leases: float | None
Loans and leases.
allowance_for_loan_and_lease_losses: float | None
Allowance for loan and lease losses.
current_deferred_refundable_income_taxes: float | None
Current deferred refundable income taxes.
other_current_assets: float | None
Other current assets.
loans_and_leases_net_of_allowance: float | None
Loans and leases net of allowance.
accrued_investment_income: float | None
Accrued investment income.
other_current_non_operating_assets: float | None
Other current non-operating assets.
loans_held_for_sale: float | None
Loans held for sale.
prepaid_expenses: float | None
Prepaid expenses.
total_current_assets: float | None
Total current assets.
plant_property_equipment_gross: float | None
Plant property equipment gross.
accumulated_depreciation: float | None
Accumulated depreciation.
premises_and_equipment_net: float | None
Net premises and equipment.
plant_property_equipment_net: float | None
Net plant property equipment.
long_term_investments: float | None
Long term investments.
mortgage_servicing_rights: float | None
Mortgage servicing rights.
unearned_premiums_asset: float | None
Unearned premiums asset.
non_current_note_lease_receivables: float | None
Non-current note lease receivables.
deferred_acquisition_cost: float | None
Deferred acquisition cost.
goodwill: float | None
Goodwill.
separate_account_business_assets: float | None
Separate account business assets.
non_current_deferred_refundable_income_taxes: float | None
Noncurrent deferred refundable income taxes.
intangible_assets: float | None
Intangible assets.
employee_benefit_assets: float | None
Employee benefit assets.
other_assets: float | None
Other assets.
other_non_current_operating_assets: float | None
Other noncurrent operating assets.
other_non_current_non_operating_assets: float | None
Other noncurrent non-operating assets.
interest_bearing_deposits: float | None
Interest bearing deposits.
total_non_current_assets: float | None
Total noncurrent assets.
total_assets: float | None
Total assets.
non_interest_bearing_deposits: float | None
Non interest bearing deposits.
federal_funds_purchased_and_securities_sold: float | None
Federal funds purchased and securities sold.
bankers_acceptance_outstanding: float | None
Bankers acceptance outstanding.
short_term_debt: float | None
Short term debt.
accounts_payable: float | None
Accounts payable.
current_deferred_revenue: float | None
Current deferred revenue.
current_deferred_payable_income_tax_liabilities: float | None
Current deferred payable income tax liabilities.
accrued_interest_payable: float | None
Accrued interest payable.
accrued_expenses: float | None
Accrued expenses.
other_short_term_payables: float | None
Other short term payables.
customer_deposits: float | None
Customer deposits.
dividends_payable: float | None
Dividends payable.
claims_and_claim_expense: float | None
Claims and claim expense.
future_policy_benefits: float | None
Future policy benefits.
current_employee_benefit_liabilities: float | None
Current employee benefit liabilities.
unearned_premiums_liability: float | None
Unearned premiums liability.
other_taxes_payable: float | None
Other taxes payable.
policy_holder_funds: float | None
Policy holder funds.
other_current_liabilities: float | None
Other current liabilities.
other_current_non_operating_liabilities: float | None
Other current non-operating liabilities.
separate_account_business_liabilities: float | None
Separate account business liabilities.
total_current_liabilities: float | None
Total current liabilities.
long_term_debt: float | None
Long term debt.
other_long_term_liabilities: float | None
Other long term liabilities.
non_current_deferred_revenue: float | None
Non-current deferred revenue.
non_current_deferred_payable_income_tax_liabilities: float | None
Non-current deferred payable income tax liabilities.
non_current_employee_benefit_liabilities: float | None
Non-current employee benefit liabilities.
other_non_current_operating_liabilities: float | None
Other non-current operating liabilities.
other_non_current_non_operating_liabilities: float | None
Other non-current, non-operating liabilities.
total_non_current_liabilities: float | None
Total non-current liabilities.
capital_lease_obligations: float | None
Capital lease obligations.
asset_retirement_reserve_litigation_obligation: float | None
Asset retirement reserve litigation obligation.
total_liabilities: float | None
Total liabilities.
commitments_contingencies: float | None
Commitments contingencies.
redeemable_non_controlling_interest: float | None
Redeemable non-controlling interest.
preferred_stock: float | None
Preferred stock.
common_stock: float | None
Common stock.
retained_earnings: float | None
Retained earnings.
treasury_stock: float | None
Treasury stock.
accumulated_other_comprehensive_income: float | None
Accumulated other comprehensive income.
participating_policy_holder_equity: float | None
Participating policy holder equity.
other_equity_adjustments: float | None
Other equity adjustments.
total_common_equity: float | None
Total common equity.
total_preferred_common_equity: float | None
Total preferred common equity.
non_controlling_interest: float | None
Non-controlling interest.
total_equity_non_controlling_interests: float | None
Total equity non-controlling interests.
total_liabilities_shareholders_equity: float | None
Total liabilities and shareholders equity.
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.
accounts_receivable: float | None
Accounts receivable
marketable_securities: float | None
Marketable securities
prepaid_expenses: float | None
Prepaid expenses
other_current_assets: float | None
Other current assets
total_current_assets: float | None
Total current assets
property_plant_equipment_net: float | None
Property plant and equipment net
inventory: float | None
Inventory
other_non_current_assets: float | None
Other non-current assets
total_non_current_assets: float | None
Total non-current assets
intangible_assets: float | None
Intangible assets
total_assets: float | None
Total assets
accounts_payable: float | None
Accounts payable
employee_wages: float | None
Employee wages
other_current_liabilities: float | None
Other current liabilities
total_current_liabilities: float | None
Total current liabilities
other_non_current_liabilities: float | None
Other non-current liabilities
total_non_current_liabilities: float | None
Total non-current liabilities
long_term_debt: float | None
Long term debt
total_liabilities: float | None
Total liabilities
minority_interest: float | None
Minority interest
temporary_equity_attributable_to_parent: float | None
Temporary equity attributable to parent
equity_attributable_to_parent: float | None
Equity attributable to parent
temporary_equity: float | None
Temporary equity
preferred_stock: float | None
Preferred stock
redeemable_non_controlling_interest: float | None
Redeemable non-controlling interest
redeemable_non_controlling_interest_other: float | None
Redeemable non-controlling interest other
total_shareholders_equity: float | None
Total stock holders equity
total_equity: float | None
Total equity
total_liabilities_and_shareholders_equity: float | None
Total liabilities and stockholders equity
period_ending: date
The end date of the reporting period.
fiscal_period: str | None
The fiscal period of the report.
fiscal_year: int | None
The fiscal year of the fiscal period.